Jessica Proctor Rickert

Current Employers

Novare Capital Management

2825 South Boulevard Suite 440, Charlotte, NC 28209 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-08-19

NC RA
APPROVED

Since 2026-08-19

Branch Locations

2825 South Boulevard Suite 440, Charlotte, NC 28209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Vanguard Advisors, Inc.	Charlotte	NC	10/2019	12/2024
Camp Mindy	Charlotte	NC	06/2018	07/2018
Vanguard Marketing Corporation	Charlotte	NC	08/2013	08/2026
Novare Capital Management, Llc	Charlotte	NC	08/2026	Present

10/2019 → 12/2024

Vanguard Advisors, Inc.

Charlotte, NC
06/2018 → 07/2018

Camp Mindy

Charlotte, NC
08/2013 → 08/2026

Vanguard Marketing Corporation

Charlotte, NC
08/2026 → Present

Novare Capital Management, Llc

Charlotte, NC

Previous Registrations

2019-10-01 → 2024-12-31

Vanguard Advisers, Inc.

Charlotte, NC

Other Businesses

1) Tosco Music; Not investment-related; Charlotte, , NC. 28205; Music outreach; Volunteer; 5/3/2019; 1 hour per month; 0 during trading hours; Volunteer for their annual FabFest event

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-09-09
S63	Uniform Securities Agent State Law Examination	2013-09-25

S66 Uniform Combined State Law Examination

2019-09-09
S63 Uniform Securities Agent State Law Examination

2013-09-25

Other Names

Jessica L Proctor
Jessica Lauren Proctor

View on SEC IAPD